Semiconductor Earnings Tracker
Track upcoming and recent semiconductor earnings reports for TSMC, NVIDIA, AMD, Intel, Samsung, SK Hynix, Micron, ASML, Broadcom, and more. View key metrics, guidance, and what to watch for each company.
Semiconductor Earnings Tracker
Track upcoming and recent earnings for major semiconductor companies. Key metrics, guidance, and what to watch for each report.
Upcoming Earnings
What to watch
- •HBM4 volume production status
- •Revenue trajectory (Q2 was record $23.86B)
- •DRAM pricing sustainability
- •Capex (was >$25B)
Recent Results
ASP-led beat: client +16% / server +27% ASPs; client -13% / server -5% volumes. IFS external revenue $174M. $3.9B Mobileye goodwill impairment. Apollo Fab 34 reacquired April 2026 for $14.2B (funded $7.7B cash + $6.5B debt).
Guidance: Q2 2026: $13.8-14.8B revenue, 39.0% non-GAAP GM, $0.20 non-GAAP EPS
Record quarter. HBM4 volume production started. Capex raised to >$25B.
AI ASIC revenue scaling. Custom chip backlog $73B. Confirmed customers: Google, Meta, ByteDance, OpenAI + 5th unnamed.
Record quarter. FY2026 data center total: $193.7B (+68% YoY). FY2026 total company: $215.9B.
Guidance: FY2027 data center growth expected to continue
FY2025: $28.4B. Semi equipment WFE estimated at $105B for 2025.
Guidance: Expects >20% semi equipment growth CY2026
Tracked Companies
| Company | Ticker | Sector | Key Metrics to Track |
|---|---|---|---|
| TSMC | TSM | Foundry | Revenue by node, utilization, gross margin, capex guidance |
| NVIDIA | NVDA | GPU / AI Accelerator | Data center revenue, H/B-series shipments, margin, guidance |
| AMD | AMD | GPU / CPU | MI-series revenue, EPYC share, data center segment |
| Intel | INTC | IDM / Foundry | 18A yield, IFS revenue/loss, product margins |
| Samsung | 005930.KS | Memory / Foundry | HBM revenue, foundry utilization, DRAM pricing |
| SK Hynix | 000660.KS | Memory | HBM revenue and share, DRAM pricing, margins |
| Micron | MU | Memory | HBM shipments, DRAM pricing, capacity outlook |
| ASML | ASML | Equipment | Bookings, EUV shipments, backlog, High-NA EUV |
| Broadcom | AVGO | Custom ASIC | AI ASIC revenue, custom chip pipeline, XPU wins |
| Applied Materials | AMAT | Equipment | WFE outlook, advanced packaging equipment |
| Lam Research | LRCX | Equipment | Etch market share, WFE forecast, China exposure |
| KLA | KLAC | Equipment | Process control, advanced node adoption |
Frequently Asked Questions
- When is TSMC's next earnings report?
- TSMC reports Q1 2026 results on April 16, 2026. Key metrics to watch: revenue by node (3nm trend), gross margin vs 63–65% guidance, N2 ramp update, CoWoS capacity expansion, and capex refinement within $52–56B range.
- When does NVIDIA report Q1 FY2027 earnings?
- NVIDIA is expected to report Q1 FY2027 earnings around May 28, 2026. Key metrics: data center revenue (Q4 FY2026 was a record $62.3B), Blackwell B200/GB200 ramp, inference vs training mix, and Vera Rubin roadmap update.
- What are the key semiconductor earnings metrics to track?
- Revenue and YoY growth, gross margin trends, operating margin, forward guidance, and segment-specific metrics: for TSMC (revenue by node, utilization), for memory companies (HBM revenue share, DRAM pricing), for equipment (bookings, backlog), and for NVIDIA (data center revenue).